Dan Evans Email & Phone Number

, Director, RFPs · Currently manage a group that responds to RFPs for retail and institutional mutual fund and separately managed accounts across all Legg Mason affiliates.· Part of a small team that built the Legg Mason institutional mutual fund business from approximately $50 million to over $50 billion in assets under management.· Create and maintain databases used for all Legg Mason asset management affiliates to respond to RFPs. · Assist in developing consultant relationships for investment-only mutual fund prospects. · Respond to RFPs from consultants, investment advisors, and potential clients.

Institutional Marketing Request for Proposal (RFP; · Respond to RFPs from defined contribution plan prospects with assets ranging from $20 to $400 million. · Act as liaison between the Regional Account Managers (sales) and Retirement Plan Services (operations) to ensure services described in the RFP are appropriate for the institutional prospect.· Function as a contact for investment-only, separate account prospects. · Communicate, in writing, the bundled and investment-only products offered by Retirement Plan Services, including investment management, recordkeeping, communications, consulting and compliance services.

· Review and edit correspondence prepared by senior representatives. Address training issues and assist others with writing. Serve as ghostwriter for senior-level executive officers, drafting responses to difficult account questions.· Meet with investors to discuss fund performance and troubleshoot problem accounts.· Train new employees on fund issues and performance. · Prepare statistical reports for measuring quality and performance.

· Offered a broad spectrum of investment products including mutual funds, stocks, and bonds to customers of NationsBank. Assisted customers in designing individual portfolios in line with investment objectives.· Completed six week broker sales training in New York City offered by Dean Witter. · Generated $3 million in retail sales.

· Responded to the most difficult inquiries related to retirement plans, taxes, and fund performance. · Managed and serviced accounts of those who violated our "excessive trading" guidelines. · Handled investor conferences which included assisting business owners establish retirement plans for their businesses.

· Communicated with 100+ mutual fund shareholders per day.· Utilized strong knowledge of the financial markets to explain fund performance among a family of 50+ no-load mutual funds.

· Sold Wang PCS and Wang Office Assistants. Spearheaded the company's PC sales division.

· Served as the administrator for Keogh Plans. Pioneered the design and development of customized programs to automate all transactions on IBM PCS using BASIC.

Education record

Education record